FIRM PROFILE

Maitland Partners is a Chartered Accounting firm specialising in taxation, superannuation, financial planning, business development advice and practical assistance to business. Maitland Partners was established to fill a gap in professional advisory services area, and the Partners (David Perrott and Julie-Ann Andrews) work with their clients to become an integral part of their business in order to achieve:

• Business growth;
• Wealth creation and accumulation; and
• Successful business and a happy retirement.

We guarantee our services, which makes us unusual but interesting as a firm. We have designed a special tiered range of services and packages to help our clients in achieving their goals, which we tailor to suit individual needs. Your investment as a client is established "up-front" and fixed. We simply ask that payments be made either monthly or quarterly in line with your cash flow. You as a client will have access to UNLIMITED telephone advice on business, taxation and financial planning matters, and there are no separate charges for disbursements such as photocopying etc.

Our investment as your Accountant and financial advisor, is keeping in regular contact with you, providing ongoing support and reporting designed to "make sense" and highlight potential problems before they occur.  We have a small number of dedicated staff who combined with the expertise of David and Julie-Ann provide all round practical accounting, business development and financial planning services to the people of the Hunter.

OUR UNIQUE GUARANTEE

We will refund your last month's fee in total if you are not totally satisfied with our service (for clients undertaking business development provided all fees are paid within our terms).